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BCR Wealth Strategies’s Vanguard Total World Stock ETF VT Stock Holding History

BCR Wealth Strategies’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$744K Sell
4,743
-83
-2% -$12.7K 0.21% 17
2026
Q1 		$667K Buy
4,826
+617
+15% +$88.7K 0.21% 19
2025
Q4 		$593K Sell
4,209
-40
-0.9% -$5.59K 0.2% 23
2025
Q3 		$585K Buy
4,249
+611
+17% +$81.2K 0.21% 18
2025
Q2 		$467K Buy
3,638
+189
+5% +$22.6K 0.18% 20
2025
Q1 		$399K Sell
3,449
-86
-2% -$10.3K 0.18% 18
2024
Q4 		$415K Buy
3,535
+1,326
+60% +$159K 0.19% 18
2024
Q3 		$264K Sell
2,209
-117
-5% -$13.5K 0.12% 23
2024
Q2 		$261K Sell
2,326
-59
-2% -$6.51K 0.17% 27
2024
Q1 		$264K Buy
2,385
+46
+2% +$4.86K 0.18% 19
2023
Q4 		$240K Sell
2,339
-57
-2% -$5.49K 0.17% 19
2023
Q3 		$223K Sell
2,396
-396
-14% -$38.4K 0.18% 19
2023
Q2 		$270K Buy
+2,792
New +$262K 0.21% 19
2022
Q4 		– Sell
-1,214
Closed -$96K – 98
2022
Q3 		$96K Buy
1,214
+8
+0.7% +$703 0.1% 27
2022
Q2 		$103K Sell
1,206
-44
-4% -$4.07K 0.11% 25
2022
Q1 		$127K Buy
1,250
+431
+53% +$43.7K 0.12% 22
2021
Q4 		$88K Buy
+819
New +$87K 0.08% 26

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

BCR Wealth Strategies's VT Position: Q2 2026 in Review

BCR Wealth Strategies reduced its Vanguard Total World Stock ETF (VT) stake by 1.7% in Q2 2026, selling an estimated $12.7K and leaving 4,743 shares worth $744K. The position accounts for 0.21% of the portfolio, ranked #17.

BCR Wealth Strategies first reported a position in VT in Q4 2021 and has held it in 17 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • BCR Wealth Strategies held 4,743 shares of Vanguard Total World Stock ETF worth $744K as of Q2 2026.
  • BCR Wealth Strategies sold 83 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $12.7K.
  • Vanguard Total World Stock ETF made up 0.21% of BCR Wealth Strategies's portfolio in Q2 2026, its #17 holding.
  • BCR Wealth Strategies first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.